Welcome to Financial Mountain Online
Financial Mountain Inc. is a comprehensive personal finance firm. We are committed to making our clients’ goals and dreams a reality. FMI is a fee-only financial planning firm. Planners at FMI receive no commissions from selling investment services or insurance policies. This removes commission-based incentives that are common with many other financial “planning” organizations.
Fee-Only Services
Updates
Robert Zimberg, president of Financial Mountain Inc, earns his CCPS Designation.
Financial Mountain and Robert Zimberg featured in NAPFA Article.
At Financial Mountain, we believe in honesty, security, and transparency. All assets are held at a third-party custodial firm. Client statements are delivered to the clients directly from the custodian and quarterly statements are provided from FMI. This ensures the security of your assets while alleviating the concern for fraud. This structure creates a system of checks and balances and lets you worry about the important things in life.
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As the Economic environment becomes more and more complex, the need for comprehensive personal financial planning becomes increasingly necessary. The intent of such planning is to refine a client’s financial objectives while utilizing the most satisfactory mix of cash management, savings plans, insurance coverage, investment vehicles (asset allocation), tax strategies, employment benefits, retirement plans, and estate planning techniques.
Asset Security
Explanation of Asset Management
Changing Jobs? Need Help with a Rollover? Multiple 401k’s? Retirement Planning questions? College Planning?
We Can Help!
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